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Canvas Wealth Advisors’s Walt Disney DIS Stock Holding History

Canvas Wealth Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,055
Closed -$232K – 157
2024
Q1 		$232K Buy
+2,055
New +$215K 0.08% 131
2023
Q4 		– Sell
-4,812
Closed -$398K – 128
2023
Q3 		$398K Buy
4,812
+90
+2% +$7.69K 0.16% 76
2023
Q2 		$409K Sell
4,722
-1,454
-24% -$138K 0.15% 79
2023
Q1 		$617K Sell
6,176
-724
-10% -$73K 0.26% 62
2022
Q4 		$683K Sell
6,900
-3,548
-34% -$339K 0.29% 59
2022
Q3 		$1.09M Buy
10,448
+1,566
+18% +$168K 0.47% 42
2022
Q2 		$838K Buy
8,882
+2,726
+44% +$303K 0.34% 57
2022
Q1 		$699K Buy
6,156
+2,475
+67% +$358K 0.25% 74
2021
Q4 		$570K Sell
3,681
-100
-3% -$16.1K 0.21% 86
2021
Q3 		$640K Buy
3,781
+18
+0.5% +$3.21K 0.26% 69
2021
Q2 		$661K Buy
3,763
+556
+17% +$100K 0.3% 64
2021
Q1 		$598K Buy
+3,207
New +$591K 0.35% 64

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canvas Wealth Advisors's DIS Position: Q2 2024 in Review

Canvas Wealth Advisors sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 2,055 shares — an estimated $232K sold.

Canvas Wealth Advisors first reported a position in DIS in Q1 2021 and held it in 12 quarters. The position peaked at $1.09M in Q3 2022. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Canvas Wealth Advisors reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 2,055 Walt Disney shares in Q2 2024, an estimated $232K.
  • Canvas Wealth Advisors first reported a position in Walt Disney in Q1 2021 and held it in 12 quarters.
  • Canvas Wealth Advisors's Walt Disney position peaked at $1.09M in Q3 2022.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Canvas Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.